Dental Business Plan

Many new dentists want to open their own clinic. But starting one can feel confusing because there’s a lot to think about:

👉 How much money do you need for equipment and setup?

👉 How do you get patients when other clinics are nearby?

👉 How do you make sure your clinic grows instead of struggling at first?

This is where a business plan helps. It lays out your costs, services, marketing, and growth plan clearly, so you can make smart decisions and avoid costly mistakes.

In this post, you’ll find a real-life dental business plan example that shows how to turn your idea into a successful practice with happy, loyal patients.

Dental Business Plan Example

Explore the sample business plan of PureDent Haven and discover helpful insights to confidently craft each section of your own dental business plan.

1. Executive Summary

PureDent Haven, LLC will open in September 2026 as a modern dental clinic in Colonialtown North, Orlando. It will be on Harmony Drive, near AdventHealth Orlando, so it’s easy to find. Dr. Sophia Hayes, a bilingual dentist with 12 years of experience, will lead the clinic. The clinic will focus on giving high-quality care in a calm, relaxing place where patients feel comfortable.

Services & Experience

PureDent Haven will offer many services for all ages, including general, kids’, cosmetic, and restorative dentistry. The clinic will especially focus on same-day crowns, Invisalign, veneers, whitening, and emergency care. The clinic will also run seasonal offers such as back-to-school cleanings and whitening packages to bring in families and young professionals.

Market Opportunity

The U.S. market alone was worth $164.76 billion in 2024 and is still growing as people spend more on their oral health. In Colonialtown North, most dental offices are large chains or focus mainly on cosmetics. PureDent Haven will stand out by offering family-friendly care, modern digital technology, and bilingual service in a small, personalized clinic setting.

Target Market

The clinic’s main patients will include:

• Families with children for preventive and routine care
• Young adults and professionals seeking cosmetic treatments
• Seniors needing restorative services such as crowns, implants, and dentures

Mission

To provide excellent dental care with modern technology in a welcoming and stress-free space.

Vision Statement

To become Orlando’s most trusted dental clinic, known for advanced treatments, personal service, and excellent care.

Financial Overview

Starting PureDent Haven will cost about $583,600. Dr. Hayes will use $150,000 of her savings and borrow $525,000 through an SBA loan to cover the rest.

In the first year, the clinic expects to make around $360,000 as it starts seeing patients. In the second year, income should grow to about $715,000 as more patients come in. By the third year, the clinic hopes to earn $1.08 million with more patients and services.

Funding Requirement

PureDent Haven is asking for a $525,000 SBA 7(a) loan from Truist Bank. The money will be used for clinic setup, dental equipment, marketing, and working capital. With good planning, a busy location, and Dr. Hayes’ strong reputation, the clinic is set to grow fast and repay the loan on time. This investment will also help meet Orlando’s rising demand for quality dental care.

2. Business Overview

Legal Structure

PureDent Haven, LLC is a Florida limited liability company (LLC), officially filed in January 2026. This structure protects Dr. Hayes from personal liability while giving flexibility in taxes and operations. It’s also preferred by SBA lenders for single-doctor dental practices.

The clinic has begun getting approval from the Florida Board of Dentistry. All needed certifications, like OSHA safety rules, HIPAA privacy rules, and radiation permits, will be finished before opening.

Location

The clinic will be at 325 Harmony Drive, Suite 210, Orlando, FL 32803, in the Colonialtown North medical area. This location was chosen for three main reasons:

1) Close to patients: The area has many families, workers, and older adults who match our target patients.

2) Near healthcare facilities: It’s less than a mile from AdventHealth Orlando, giving referral chances and trust.

3) Good facility: The 2,200 sq. ft. office has four rooms (can add two more), a digital X-ray room, a cleaning area, and a calm front area to help patients feel relaxed. The clinic is also ADA-compliant, making it fully accessible for patients with disabilities.

Ownership

PureDent Haven is fully owned by Dr. Sophia Hayes, DDS, who is also the CEO and Lead Dentist.

About Dr. Hayes:

• Education: Doctor of Dental Surgery (DDS), University of Florida
• Experience: 12 years in Orlando dentistry, including 8 years at Colonialtown Dental, focusing on cosmetic and restorative care
• Skills: Certified Invisalign provider, trained in same-day crowns with CAD/CAM, fluent in English and Spanish
• Community: Active in Orlando’s Hispanic Chamber of Commerce and participates in free dental care events

Dr. Hayes will lead patient care, guide the clinic’s vision, set service standards, and build the brand. She will wait to take a full salary until the clinic makes enough money, showing commitment to smart financial management and paying back loans on time.

Long-Term Goals

PureDent Haven is not just opening a dental clinic—it wants to become a trusted and well-known clinic in Orlando. In the next few years, the clinic plans to:

• Offer more cosmetic and repair treatments as more patients come.
• Be known for good care and a friendly, comfortable experience.
• Have over 1,600 active patients in three years.
• Hire more dentists and specialists to see more patients.
• Keep a calm, spa-like feel while using modern dental tools.
• Connect with local schools, businesses, and community groups to attract and keep patients.

3. Market Research

Global Market

The dental industry is growing fast around the world, and the United States is a big part of this growth. In 2024, the global dental services market was about $475.83 billion and is expected to reach $763.74 billion by 2034. And as said earlier, the U.S. market was worth $164.76 billion in 2024 and is expected to grow to more than $270.57 billion by 2034.

(Source)

This growth is mainly due to more people caring about oral health, higher demand for cosmetic work like whitening, veneers, and Invisalign, and new tools such as same-day crowns and digital imaging. Patients also want more comfort and better service, not just regular dental checkups.

Florida & Orlando Market

Florida has both good opportunities and some challenges for dental care. A report by Dimensions of Dental Hygiene shows the state has a serious shortage of dentists, with many areas called “dental deserts” where people can’t easily get care. There are about 61.4 dentists for every 100,000 people in Florida, which is below the national average. This shortage is happening at the same time the state’s population is booming, especially with retirees and young families moving in every year.

Orlando’s metropolitan area had about 2,940,513 people in mid-2024 and is one of Florida’s fastest-growing cities.

It has families, young professionals, and seniors, all needing different dental care. Many patients wait a long time or go to big dental chains that treat them more like numbers than people. PureDent Haven will open in Colonialtown North, in Orlando’s busy medical area near AdventHealth Orlando. This is a great spot because it’s close to family neighborhoods, senior housing, and downtown offices. It combines high visibility, trust from being near a major hospital, and access to a wide mix of patients who need better dental options.

Target Market

PureDent Haven will serve four main groups:

1) Families with children – Parents want a safe, friendly place where their kids feel happy and comfortable. They also want regular care to keep children’s teeth healthy as they grow.

2) Young adults and professionals – They want quick, modern, and easy treatments that fit into their busy lives and help them look and feel their best.

3) Seniors – Older adults need ongoing help to keep their teeth and gums healthy. They like clinics that are friendly, reliable, and easy to visit.

4) Emergency patients – Walk-ins with pain, broken teeth, or urgent problems. They need fast, good care. Many come back later for regular checkups and other treatments.

Competitor Analysis

Several practices operate near Colonialtown North, but they have clear limits:

PureDent Haven’s Advantage

PureDent Haven will offer modern dental care in a calm and friendly place. The clinic will use new tools like same-day crowns and digital X-rays. Patients will feel relaxed with soothing music and a comfortable setting. Services will be in English and Spanish to help Orlando’s diverse community. Easy payment plans will make treatments more affordable. The clinic will also handle emergencies and care for the whole family, keeping patients healthy and coming back.

Market Trends

Dentistry is changing. Many young adults want treatments like teeth whitening, veneers, and clear aligners. New tools like same-day crowns and digital X-rays make visits faster.

Families care more about kids’ teeth, too. People want clinics that are calm and friendly, not scary. Many in Orlando speak Spanish, so bilingual care is important. PureDent Haven is ready to give modern, friendly dental care.

4. Services Offered

PureDent Haven takes care of patients of all ages, from regular cleanings to cosmetic treatments. The clinic uses modern tools and focuses on comfort and friendly service. Patients get gentle care, clear prices, and easy-to-follow plans to keep their teeth healthy and bright.

Services & Pricing

Equipment & Vendors

PureDent Haven uses trusted, high-quality equipment to provide safe and precise care. The clinic is fitted with:

• A-dec 500 Series Dental Chairs – 4 units at $13,800 each
• Dexis Platinum Digital X-ray Sensors – 2 units at $8,200 each
• CEREC CAD/CAM Milling Unit – $115,000 (via Henry Schein) for same-day crowns
• Midmark M11 Autoclaves – 2 units at $7,200 each for sterilization
• Dental supplies – Provided by Patterson Dental Supply for daily use items and instruments

These tools allow PureDent Haven to offer accurate results, faster treatments, and a more comfortable experience for patients.

Seasonal Offers

To make dental care more affordable and engaging, PureDent Haven introduces special offers throughout the year:

• Summer: “Back-to-School Smiles” – pediatric cleanings for $79 to encourage kids’ dental checkups before school starts.
• Year-End: Whitening + Invisalign bundle with a $600 discount, helping patients start the new year with a confident smile.

These offers attract families and professionals who value quality care at reasonable prices, while also promoting preventive dental habits.

5. Operations Plan

Hours of Operation

PureDent Haven will operate on a patient-friendly schedule designed for working families and professionals while keeping payroll costs manageable in the early years.

• Monday – Thursday: 8:00 AM – 6:00 PM
• Friday: 8:00 AM – 2:00 PM
• Saturday/Sunday: Closed (Saturday may open later if needed)

These hours make it easy for patients to come in before or after work, helping those with busy schedules.

Facility Design

The clinic will occupy a 2,200 sq. ft. suite designed to combine modern efficiency with a relaxing atmosphere.

Facility highlights:

• 4 fully equipped operatories (expandable to 6 as the patient base grows)
• Digital X-ray room with panoramic imaging unit
• Sterilization and storage areas meeting OSHA and CDC standards
• A warm, spa-style reception lounge with calming music, aromatherapy, and a beverage station
• Consultation room for case discussions
• Fully ADA-compliant layout for easy access and comfort for all patients

This layout promotes patient comfort, smooth workflow, and high safety standards.

Vendors & Key Partners

PureDent Haven will work with reliable partners and suppliers to ensure quality materials, compliance, and efficient operations.

Compliance & Licensing

PureDent Haven will operate in full compliance with Florida’s dental regulations and patient safety standards.

• Florida Dental License: Active for Dr. Hayes
• Facility approval: Pending from the Florida Board of Dentistry
• OSHA: Annual training for infection control and sterilization
• HIPAA: Data protection through Dentrix Ascend’s secure system
• Radiation safety: X-ray permits maintained with the Florida Department of Health

Daily Workflow

A smooth daily routine helps ensure excellent service, efficient operations, and a positive environment for both patients and staff.

• 7:45 AM: Morning team huddle and patient schedule review
• 8:00 AM – 12:00 PM: Preventive care and restorative treatments
• 12:00 – 1:00 PM: Lunch and sterilization reset
• 1:00 – 5:30 PM: Cosmetic cases, follow-ups, and emergency appointments
• End of Day: Billing reconciliation, insurance submissions, and sterilization logs

Milestones & Timeline

PureDent Haven’s roadmap provides Truist Bank with clear execution benchmarks from loan approval through patient ramp-up and break-even. Each milestone is tied to operational or financial deliverables that reduce lender risk.

6. Marketing & Sales Strategy

We’ll use a smart marketing plan to attract new patients and grow the clinic. The marketing budget for Year 1 is about $6,000 per month, focused on the channels that bring the most results:

Google Ads ($1,200/month)

When people in Orlando search online for dentists, PureDent Haven’s ads will appear. This helps reach patients who are already looking for dental care and increases the chance they’ll book an appointment.

Social Media ($1,500/month)

We’ll share dental tips, behind-the-scenes posts, patient stories, and promotions. This helps families and young professionals get to know our clinic and feel connected.

Pediatric & Orthodontic Referrals ($1,200/month)

We’ll work with local pediatricians and orthodontists to get patient referrals. Families looking for children’s dental care will find our clinic easily through these trusted partners.

Community Sponsorships ($600/month)

Supporting local events, schools, and community programs will help build trust in the neighborhood. People will see PureDent Haven as a caring, community-focused clinic.

Yelp & Zocdoc Listings ($300/month)

Listing the clinic on popular review and booking platforms makes it simple for new patients to find and book appointments online.

Local SEO & Google My Business ($1,200/month)

We’ll also focus on local SEO by keeping our Google profile updated with photos, posts, and reviews. This helps PureDent Haven show up when people search “dentist near me.”

Launch Promotions

PureDent Haven will use simple and attractive promotions to bring in new patients and keep them coming back. For the grand opening, the first 100 new patients will get free teeth whitening with their exam. A referral program will give $50 to both the person referring and the new patient.

Other promotions include a Back-to-School Special for children’s cleanings at $79, a Year-End Smile Package giving $100 off whitening and Invisalign combos, and a social media check-in offer where patients get a free dental care kit for sharing their visit online.

Patient Acquisition Goals

PureDent Haven plans to grow patients steadily each year:

• 600 active patients with ~1,500 visits in Year 1
• 1,100 active patients with ~2,750 visits in Year 2
• 1,600 active patients with ~4,000 visits in Year 3

The goal is to attract new patients through advertising, promotions, and local partnerships, while keeping current patients coming back with excellent care.

Patient Acquisition Cost (PAC)

It will cost about $120–$150 to attract one new patient at first. As more people hear about the clinic and referrals grow, this cost should go down to less than $100 per patient by Year 3.

Sales Strategy

The sales strategy focuses on being patient-friendly while encouraging treatment adoption. Dentists will explain options clearly, helping patients choose the right treatments. Package deals like whitening plus Invisalign or preventive care bundles will be offered. Patients will be educated about good oral care to encourage regular visits. Referral incentives and flexible payment plans, including CareCredit, will make treatments affordable and encourage patients to bring friends and family. This approach helps grow the patient base naturally and build trust in the community.

7. Staffing Plan

PureDent Haven will have a clear and organized team to make sure the clinic runs smoothly and patients get great care. Staff will work in shifts to manage patient appointments efficiently, and everyone has clear jobs to support the clinic.

Shift Structure

The clinic has two main shifts to keep things running well. The morning shift has two dental assistants and the front desk receptionist, covering check-ups and routine care. The afternoon shift has a hygienist, a rotating dental assistant, and the office manager, focusing on follow-ups, cosmetic work, and office tasks. This schedule keeps staff organized and patients taken care of all day.

8. Financial Plan

Startup Costs

To launch PureDent Haven, the clinic requires investments in leasehold improvements, equipment, initial inventory, marketing, and insurance. The table below summarizes the detailed startup costs:

Basic Assumptions

Revenue Forecasts

Monthly Projections (Year 1)

Expense Breakdown

Projected Profit & Loss Statement (3-Year)

Projected Balance Sheet (End of Year)

Projected Cash Flow (3 Years)

Break-even Analysis

Business Ratios

9. Funding Request

The dental practice is asking for an SBA 7(a) loan of $525,000 from Truist Bank – Orlando Colonial Branch to help pay for the buildout, equipment, and working capital needed to open and run the clinic. The loan will have a 10-year term at about 11.0% interest (Prime + 2.5%), with monthly payments of around $7,232.

The owner will add $150,000 in personal savings to the project, showing commitment and lowering the lender’s risk. Together, the loan and equity will cover about $583,600 in total startup costs, including construction, dental equipment, rent deposit, furniture, supplies, marketing, insurance, and licenses.

All equipment, X-ray systems, and leasehold improvements bought with loan funds will serve as collateral. The owner will also give a personal guarantee supported by personal assets and savings.

This funding will give the practice enough capital to finish the buildout, buy all key equipment, and manage operations until the clinic reaches break-even at about 3,550 patient visits per year, leading to a profit of $106,777 by Year 3.

Loan Repayment Schedule

10. Risk & Mitigation

Every new dental practice faces some challenges in its early stages. PureDent Haven has identified the main risks that could affect operations or growth and has clear plans to reduce their impact. These steps will help the clinic stay stable and grow.

Download a Free Dental Business Plan Template

Want to draft your own dental business plan but don’t know where to begin? We’re here to help! Download our free dental business plan template (PDF) and start building your plan with confidence.

This simple and clear template gives step-by-step help and real examples to guide you in writing a professional plan for your clinic. You can easily edit and customize it to match your own ideas, goals, and services.

Conclusion

After reading this dental business plan example, you’ll have a better idea of how to write your own plan with ease.

Still feeling unsure about some details? Don’t worry! With Bizplanr, an AI-powered business plan maker, you can create a complete dental plan in just 10 minutes—and it’s totally free.

So why wait? Start building your dream dental today and take the first step toward your success!